Winners of "Service Excellence" award

Wealth Management

Cooper Associates Ltd is authorised and regulated by the Financial Conduct Authority. Our permissions allow us to advise on and arrange mortgages and non-investment insurance contracts.

If you are seeking advice in other financial matters, namely investments, pensions and inheritance tax planning, please visit Cooper Associates Wealth Management Ltd.

Cooper Associates Wealth Management Ltd

Cooper Associates Wealth Management Ltd is an appointed representative of St. James's Place Wealth Management. St. James’s Place Wealth Management is an award winning FTSE 250 company with £39.9bn of client funds under management.

Cooper Associates Wealth Management Ltd provides advice on investments, pensions and inheritance tax planning. They do not impose "client criteria", such as a minimum investment amount. Whatever your circumstances, they'd be delighted to help.

Cooper Associates Wealth Management Ltd Services

Pension Investment Inheritance Tax Planning
Personal Pensions
SIPPs
SASSs
Group Personal Pensions
Auto Enrolment
Income Drawdown
Annuities
ISAs
Junior ISAs
Investment Bonds
Unit Trusts
Offshore Investments
EIS and VCTs
Portfolio Management Service
Asset Preservation Trust
Discounted Gift Plan
EIS and VCT Portfolios
Gift Plan
Later Life Planning Scheme
Trust Investments
Whole of Life Plans

Cooper Associates Ltd are introducers to St. James’s Place Wealth Management, who are authorised and regulated by the Financial Conduct Authority.

wealth management - mortgage advisers bristol - mortgage brokers taunton - Cooper Associates

What to do next

For consultation, without obligation, please visit Cooper Associates Wealth Management Ltd.

Appointments must be made through Cooper Associates Wealth Management Ltd.


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